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First Trust Materials AlphaDEX Fund
FXZ

Overview Fund Activity

184 hedge funds and large institutions have $1.44B invested in First Trust Materials AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+17
Holders Change %
+10.18%
% of All Funds
2.94%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
35
Increased
72
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$70.9M
2
Wells Fargo
Wells Fargo
California
+$20.9M
3
Morgan Stanley
Morgan Stanley
New York
+$14.6M
4
AWM
AE Wealth Management
Kansas
+$13.2M
5
DADC
D.A. Davidson & Co
Montana
+$10.2M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$4.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
3
UBS Group
UBS Group
Switzerland
-$2.3M
4
MIH
Meitav Investment House
Israel
-$1.42M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Pinnacle Family Advisors
Missouri
$2.03M +$2.03M +31,065 New
HI
52
Harbour Investments
Wisconsin
$1.97M +$17.4K +267 +0.9%
OC
53
Oppenheimer & Co
New York
$1.89M -$138K -2,107 -7%
GA
54
Gateway Advisory
New Jersey
$1.84M +$292K +4,477 +19%
PWM
55
Purus Wealth Management
California
$1.67M -$24.2K -371 -1%
WEG
56
World Equity Group
Illinois
$1.56M +$1.56M +21,649 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.55M +$439K +6,718 +40%
WFA
58
WMG Financial Advisors
Tennessee
$1.49M +$193K +2,959 +15%
DC
59
Davenport & Co
Virginia
$1.45M +$851K +13,029 +141%
LCGC
60
Legacy Capital Group California
California
$1.41M +$1.41M +21,597 New
MIH
61
Meitav Investment House
Israel
$1.37M -$1.42M -22,514 -51%
DWMG
62
DB Wealth Management Group
California
$1.25M +$33.8K +517 +3%
KNW
63
Kesler Norman & Wride
Utah
$1.14M -$49.8K -762 -4%
TWM
64
TriaGen Wealth Management
California
$1.11M +$196 +3 +0%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$1.1M +$63.2K +968 +6%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.1M -$2.87M -43,965 -72%
MPW
67
Monterey Private Wealth
California
$1.02M -$28.7K -439 -3%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$1.01M -$1.12M -17,100 -52%
JWCA
69
J.W. Cole Advisors
Florida
$925K +$146K +2,235 +19%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$911K +$277K +4,238 +44%
QCIG
71
Quad-Cities Investment Group
Iowa
$900K -$112K -1,713 -11%
FAIM
72
Financial Advocates Investment Management
Washington
$884K +$3.14K +48 +0.4%
SFPG
73
Stonebridge Financial Planning Group
Florida
$857K +$67.3K +1,031 +9%
TFA
74
Transamerica Financial Advisors
Florida
$807K -$952K -14,566 -54%
BCM
75
Barometer Capital Management
Ontario, Canada
$803K +$39.2K +600 +5%
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3
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